Crazy Black Five, is inflation really about to drop?
What is the real desire of Americans to shop![]()
, Black Five sales reached a new high again. I feel like the stock market is being frightened today![]()
I was basically on vacation last week, didn't do much work, and didn't write anything. My positions are still a few:
QQQ/TQQQ. TLT/TMF. SDOW/SOXS. There are also individual stocks such as msft, brkb, goog, amzn, etc. Dis has reduced its positions a bit, and tsla is waiting for an opportunity. Generally, long positions have shrunk a bit, and leverage has been reduced. For example, tqq was basically replaced with qqq, which basically had no profit or compensation, and bought a lonely one. tmf was basically replaced with tlt. Some shorting has been added, and SDOW is close to 20% and continues to lose money. The socks are still 5%, so I don't dare to go too many yet. I'm considering shorting the oil and gas industry. After all, it has risen too much and it will definitely fall. Wait for the opportunity. Previously, Chau Yin Inn in China reduced its holdings a bit, and its holdings were less than 5%. Alas, the epidemic in the motherland is repeated over and over again, and I'm afraid the stock market won't dare to rise![]()
Not shorting China, not losing wealth to the motherland, is the bottom line of my investment. Let's just wait for another drop and come back to the bottom. I think currently China is just being messed up by some people who have made it difficult for the country to make money![]()
Let's not talk about who is making a fortune, everyone understands
Vix is a bit like bottoming out. Is it not moving?
Anyway, the bottom line is that if there is no recession, interest rates will have to be raised, and the stock market will fall. In recession, corporate losses will also fall. I'll continue to take profit on high prices to see if there will be a surprise 75 interest rate hike in December. I personally think adding 75 is a good thing. Currently, the stock market is half dead. Many people have been double killed by long and short, and harvested on both sides. It's better to die early and surpass life early. Let's just drop to the bottom, then we'll only be able to rise![]()
Currently, it seems that the recession is not coming that soon, so to suppress the recession, cut interest rates and policy shifts, it is necessary to stop it appropriately. tlt has risen quite a bit recently, and I've already begun to take profit in batches... I've been increasing my holdings of SDOW, and I've lost quite a bit, offset it, and my books are still losing money![]()
. But I believe the current price of the Dow is not reasonable, and it is bound to fall within the next few months, or even plummet.
Let's see how this week develops.
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本人散户，闲钱投资，名字为富图系统生成。这里记录投资感悟与趣事。所有言论都纯属娱乐，不是投资建议。㊗️大家越来越🐮
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